RPIEX Mutual Fund

RPIEX Mutual Fund

NAV$7.62
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Returns Overview

1 Month
+0.89%
3 Months
+1.01%
6 Months
+6.26%
YTD
+4.59%
1 Year
+4.51%
3 Years (annualized)
+3.85%
5 Years (annualized)
+1.66%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPIEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+4.59%
Peer Avg (YTD)
-1.59%
vs Peers
+6.17%

RPIEX Mutual Fund Performance

RPIEX performance across multiple time periods: 1-month 0.89%, YTD 4.59%, 1-year 4.51%, 3-year 3.85%, 5-year 1.66%, 10-year 1.80%.

RPIEX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

RPIEX vs another fund shows side-by-side returns. RPIEX alternatives are available in the Mutual Fund Screener.